【期货热点追踪】美伊停火协议破裂引发原油飙升，LME期铜承压下跌，市场对全球通胀与经济放缓的担忧再起，工业金属需求将面临怎样的大考？

On the 8th Iran’s permanent UN representative, Iravani, wrote to UN Secretary-General Guterres and the Security Council’s monthly president, DRC envoy Zenon Ngay Mukongo, accusing the United States of repeated acts of aggression that violate the UN Charter and other rules of international law. The letter said the latest US actions flagrantly breach the Charter and violate provisions of an Islamabad memorandum of understanding, that Washington’s repeated and deliberate breaches amount to a fundamental abandonment of the memorandum, and that the US must bear full international legal and political responsibility for its illegal acts and any resultant dangerous escalation. Citing the seriousness of the situation, Iran urged the secretary-general and the Security Council to take immediate, effective and decisive measures to force the United States to stop its ongoing illegal actions and prevent further escalation.

IMF raised its 2026 global inflation forecast to 4.7% from 4.4% in April; projects 2027 inflation at 3.9%, up from 3.7%.